401k Plan data: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN plan

HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 401k Plan overview

Plan Name	HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN
Plan identification number	001

HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN Benefits

401k Plan Type

Defined Contribution Pension

Plan Features/Benefits

Profit-sharing
ERISA section 404(c) Plan - This plan, or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1.
Total participant-directed account plan - Participants have the opportunity to direct the investment of all the assets allocated to their individual accounts, regardless of whether 29 CFR 2550.404c-1 is intended to be met.
Code section 401(k) feature - A cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan that provides for an election by employees to defer part of their compensation or receive these amounts in cash.
Total or partial participant-directed account plan - plan uses default investment account for participants who fail to direct assets in their account.
Master plan - A pension plan that is made available by a sponsor for adoption by employers; that is the subject of a favorable opinion letter; and for which a single funding medium (for example, a trust or custodial account) is established for the joint use of all adopting employers.

401k Sponsoring company profile

HHR ASSET MANAGEMENT, LLC has sponsored the creation of one or more 401k plans.

Company Name: HHR ASSET MANAGEMENT, LLC

Employer identification number (EIN): 204812808

NAIC Classification: 541990
NAIC Description: All Other Professional, Scientific, and Technical Services

Additional information about HHR ASSET MANAGEMENT, LLC

Jurisdiction of Incorporation: State of Delaware Division of Corporations

Incorporation Date:

Company Identification Number: 4143745

More information about HHR ASSET MANAGEMENT, LLC

Form 5500 Filing Information

Submission information for form 5500 for 401k plan HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN

Plan id# Filing Submission Date Name of Administrator Date Administrator Signed Name of Company Sponsor Date Sponsor Signed
001 2022-01-01 TIMOTHY KLAG 2022-11-17
001 2021-01-01 TIMOTHY KLAG 2022-07-08
001 2020-01-01
001 2019-01-01
001 2018-01-01 TIMOTHY KLAG
001 2017-01-01 TIMOTHY KLAG
001 2016-01-01
001 2015-01-01
001 2014-01-01
001 2013-01-01 TIMOTHY KLAG
001 2012-01-01 TIMOTHY KLAG
001 2011-01-01 TIMOTHY KLAG
001 2009-01-01 TIMOTHY KLAG
001 2009-01-01 TIMOTHY KLAG

Plan Statistics for HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN

401k plan membership statisitcs for HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN

Measure Date Value
2020: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year 2020-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2020-01-01 15
Number of other retired or separated participants entitled to future benefits 2020-01-01 3
Total of all active and inactive participants 2020-01-01 18
Total participants 2020-01-01 18
Number of participants with account balances 2020-01-01 18
2019: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year 2019-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2019-01-01 16
Number of retired or separated participants receiving benefits 2019-01-01 0
Number of other retired or separated participants entitled to future benefits 2019-01-01 1
Total of all active and inactive participants 2019-01-01 17
Total participants 2019-01-01 17
Number of participants with account balances 2019-01-01 17
2018: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year 2018-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2018-01-01 18
Total of all active and inactive participants 2018-01-01 18
Total participants 2018-01-01 18
Number of participants with account balances 2018-01-01 18
2017: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year 2017-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2017-01-01 17
Number of retired or separated participants receiving benefits 2017-01-01 2
Total of all active and inactive participants 2017-01-01 19
Total participants 2017-01-01 19
Number of participants with account balances 2017-01-01 18
2016: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year 2016-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2016-01-01 17
Number of retired or separated participants receiving benefits 2016-01-01 3
Total of all active and inactive participants 2016-01-01 20
Total participants 2016-01-01 20
Number of participants with account balances 2016-01-01 20
2015: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year 2015-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2015-01-01 15
Total of all active and inactive participants 2015-01-01 15
Total participants 2015-01-01 15
Number of participants with account balances 2015-01-01 18
2014: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year 2014-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2014-01-01 14
Number of retired or separated participants receiving benefits 2014-01-01 1
Number of other retired or separated participants entitled to future benefits 2014-01-01 2
Total of all active and inactive participants 2014-01-01 17
Total participants 2014-01-01 17
Number of participants with account balances 2014-01-01 17
2013: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year 2013-01-01 18
Total number of active participants reported on line 7a of the Form 5500 2013-01-01 15
Number of retired or separated participants receiving benefits 2013-01-01 1
Number of other retired or separated participants entitled to future benefits 2013-01-01 2
Total of all active and inactive participants 2013-01-01 18
Total participants 2013-01-01 18
Number of participants with account balances 2013-01-01 18
2012: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year 2012-01-01 17
Total number of active participants reported on line 7a of the Form 5500 2012-01-01 18
Total of all active and inactive participants 2012-01-01 18
Total participants 2012-01-01 18
Number of participants with account balances 2012-01-01 18
2011: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year 2011-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2011-01-01 17
Total of all active and inactive participants 2011-01-01 17
Total participants 2011-01-01 17
Number of participants with account balances 2011-01-01 17
2009: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year 2009-01-01 20
Total number of active participants reported on line 7a of the Form 5500 2009-01-01 19
Number of retired or separated participants receiving benefits 2009-01-01 3
Total of all active and inactive participants 2009-01-01 22
Total participants 2009-01-01 22
Number of participants with account balances 2009-01-01 19

Measure	Date	Value
2020: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2020 401k membership
Total participants, beginning-of-year	2020-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2020-01-01	15
Number of other retired or separated participants entitled to future benefits	2020-01-01	3
Total of all active and inactive participants	2020-01-01	18
Total participants	2020-01-01	18
Number of participants with account balances	2020-01-01	18
2019: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2019 401k membership
Total participants, beginning-of-year	2019-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2019-01-01	16
Number of retired or separated participants receiving benefits	2019-01-01	0
Number of other retired or separated participants entitled to future benefits	2019-01-01	1
Total of all active and inactive participants	2019-01-01	17
Total participants	2019-01-01	17
Number of participants with account balances	2019-01-01	17
2018: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2018 401k membership
Total participants, beginning-of-year	2018-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2018-01-01	18
Total of all active and inactive participants	2018-01-01	18
Total participants	2018-01-01	18
Number of participants with account balances	2018-01-01	18
2017: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2017 401k membership
Total participants, beginning-of-year	2017-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2017-01-01	17
Number of retired or separated participants receiving benefits	2017-01-01	2
Total of all active and inactive participants	2017-01-01	19
Total participants	2017-01-01	19
Number of participants with account balances	2017-01-01	18
2016: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2016 401k membership
Total participants, beginning-of-year	2016-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2016-01-01	17
Number of retired or separated participants receiving benefits	2016-01-01	3
Total of all active and inactive participants	2016-01-01	20
Total participants	2016-01-01	20
Number of participants with account balances	2016-01-01	20
2015: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2015 401k membership
Total participants, beginning-of-year	2015-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2015-01-01	15
Total of all active and inactive participants	2015-01-01	15
Total participants	2015-01-01	15
Number of participants with account balances	2015-01-01	18
2014: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2014 401k membership
Total participants, beginning-of-year	2014-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2014-01-01	14
Number of retired or separated participants receiving benefits	2014-01-01	1
Number of other retired or separated participants entitled to future benefits	2014-01-01	2
Total of all active and inactive participants	2014-01-01	17
Total participants	2014-01-01	17
Number of participants with account balances	2014-01-01	17
2013: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2013 401k membership
Total participants, beginning-of-year	2013-01-01	18
Total number of active participants reported on line 7a of the Form 5500	2013-01-01	15
Number of retired or separated participants receiving benefits	2013-01-01	1
Number of other retired or separated participants entitled to future benefits	2013-01-01	2
Total of all active and inactive participants	2013-01-01	18
Total participants	2013-01-01	18
Number of participants with account balances	2013-01-01	18
2012: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2012 401k membership
Total participants, beginning-of-year	2012-01-01	17
Total number of active participants reported on line 7a of the Form 5500	2012-01-01	18
Total of all active and inactive participants	2012-01-01	18
Total participants	2012-01-01	18
Number of participants with account balances	2012-01-01	18
2011: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2011 401k membership
Total participants, beginning-of-year	2011-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2011-01-01	17
Total of all active and inactive participants	2011-01-01	17
Total participants	2011-01-01	17
Number of participants with account balances	2011-01-01	17
2009: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2009 401k membership
Total participants, beginning-of-year	2009-01-01	20
Total number of active participants reported on line 7a of the Form 5500	2009-01-01	19
Number of retired or separated participants receiving benefits	2009-01-01	3
Total of all active and inactive participants	2009-01-01	22
Total participants	2009-01-01	22
Number of participants with account balances	2009-01-01	19

Financial Data on HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN

Measure	Date	Value
2020 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2020 401k financial data
Total income from all sources	2020-12-31	$1,747,548
Expenses. Total of all expenses incurred	2020-12-31	$1,652,508
Benefits paid (including direct rollovers)	2020-12-31	$1,652,508
Total plan assets at end of year	2020-12-31	$12,116,164
Total plan assets at beginning of year	2020-12-31	$12,021,124
Value of fidelity bond covering the plan	2020-12-31	$500,000
Other income received	2020-12-31	$1,347,548
Net income (gross income less expenses)	2020-12-31	$95,040
Net plan assets at end of year (total assets less liabilities)	2020-12-31	$12,116,164
Net plan assets at beginning of year (total assets less liabilities)	2020-12-31	$12,021,124
Total contributions received or receivable from employer(s)	2020-12-31	$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2020-12-31	$0
2019 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2019 401k financial data
Total income from all sources	2019-12-31	$2,359,379
Expenses. Total of all expenses incurred	2019-12-31	$1,342,745
Benefits paid (including direct rollovers)	2019-12-31	$1,342,745
Total plan assets at end of year	2019-12-31	$12,021,124
Total plan assets at beginning of year	2019-12-31	$11,004,490
Value of fidelity bond covering the plan	2019-12-31	$500,000
Other income received	2019-12-31	$2,009,379
Net income (gross income less expenses)	2019-12-31	$1,016,634
Net plan assets at end of year (total assets less liabilities)	2019-12-31	$12,021,124
Net plan assets at beginning of year (total assets less liabilities)	2019-12-31	$11,004,490
Total contributions received or receivable from employer(s)	2019-12-31	$350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2019-12-31	$0
2018 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2018 401k financial data
Total income from all sources	2018-12-31	$79,552
Total plan assets at end of year	2018-12-31	$11,004,490
Total plan assets at beginning of year	2018-12-31	$10,924,938
Value of fidelity bond covering the plan	2018-12-31	$500,000
Other income received	2018-12-31	$-320,448
Net income (gross income less expenses)	2018-12-31	$79,552
Net plan assets at end of year (total assets less liabilities)	2018-12-31	$11,004,490
Net plan assets at beginning of year (total assets less liabilities)	2018-12-31	$10,924,938
Total contributions received or receivable from employer(s)	2018-12-31	$400,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2018-12-31	$0
2017 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2017 401k financial data
Total income from all sources	2017-12-31	$1,575,681
Expenses. Total of all expenses incurred	2017-12-31	$354,717
Benefits paid (including direct rollovers)	2017-12-31	$354,717
Total plan assets at end of year	2017-12-31	$10,924,938
Total plan assets at beginning of year	2017-12-31	$9,703,974
Value of fidelity bond covering the plan	2017-12-31	$500,000
Other income received	2017-12-31	$1,150,681
Net income (gross income less expenses)	2017-12-31	$1,220,964
Net plan assets at end of year (total assets less liabilities)	2017-12-31	$10,924,938
Net plan assets at beginning of year (total assets less liabilities)	2017-12-31	$9,703,974
Total contributions received or receivable from employer(s)	2017-12-31	$425,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2017-12-31	$0
2016 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2016 401k financial data
Total income from all sources	2016-12-31	$944,263
Expenses. Total of all expenses incurred	2016-12-31	$10,000
Benefits paid (including direct rollovers)	2016-12-31	$10,000
Total plan assets at end of year	2016-12-31	$9,703,974
Total plan assets at beginning of year	2016-12-31	$8,769,711
Value of fidelity bond covering the plan	2016-12-31	$500,000
Other income received	2016-12-31	$519,263
Net income (gross income less expenses)	2016-12-31	$934,263
Net plan assets at end of year (total assets less liabilities)	2016-12-31	$9,703,974
Net plan assets at beginning of year (total assets less liabilities)	2016-12-31	$8,769,711
Total contributions received or receivable from employer(s)	2016-12-31	$425,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2016-12-31	$0
2015 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2015 401k financial data
Total income from all sources	2015-12-31	$339,626
Expenses. Total of all expenses incurred	2015-12-31	$7,000
Benefits paid (including direct rollovers)	2015-12-31	$7,000
Total plan assets at end of year	2015-12-31	$8,769,711
Total plan assets at beginning of year	2015-12-31	$8,437,085
Value of fidelity bond covering the plan	2015-12-31	$500,000
Other income received	2015-12-31	$-35,374
Net income (gross income less expenses)	2015-12-31	$332,626
Net plan assets at end of year (total assets less liabilities)	2015-12-31	$8,769,711
Net plan assets at beginning of year (total assets less liabilities)	2015-12-31	$8,437,085
Total contributions received or receivable from employer(s)	2015-12-31	$375,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2015-12-31	$0
2014 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2014 401k financial data
Total income from all sources	2014-12-31	$771,327
Expenses. Total of all expenses incurred	2014-12-31	$183,594
Benefits paid (including direct rollovers)	2014-12-31	$183,594
Total plan assets at end of year	2014-12-31	$8,437,085
Total plan assets at beginning of year	2014-12-31	$7,849,352
Value of fidelity bond covering the plan	2014-12-31	$500,000
Other income received	2014-12-31	$421,327
Net income (gross income less expenses)	2014-12-31	$587,733
Net plan assets at end of year (total assets less liabilities)	2014-12-31	$8,437,085
Net plan assets at beginning of year (total assets less liabilities)	2014-12-31	$7,849,352
Total contributions received or receivable from employer(s)	2014-12-31	$350,000
Total value of distributions paid in property other than in cash, annuity contracts, or publicly traded employer securities	2014-12-31	$0
2013 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2013 401k financial data
Total income from all sources	2013-12-31	$1,135,354
Expenses. Total of all expenses incurred	2013-12-31	$489,025
Benefits paid (including direct rollovers)	2013-12-31	$489,025
Total plan assets at end of year	2013-12-31	$7,849,352
Total plan assets at beginning of year	2013-12-31	$7,203,023
Other income received	2013-12-31	$760,354
Net income (gross income less expenses)	2013-12-31	$646,329
Net plan assets at end of year (total assets less liabilities)	2013-12-31	$7,849,352
Net plan assets at beginning of year (total assets less liabilities)	2013-12-31	$7,203,023
Assets. Value of participant loans	2013-12-31	$408
Total contributions received or receivable from employer(s)	2013-12-31	$375,000
2012 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2012 401k financial data
Total income from all sources	2012-12-31	$614,277
Expenses. Total of all expenses incurred	2012-12-31	$56,214
Benefits paid (including direct rollovers)	2012-12-31	$56,214
Total plan assets at end of year	2012-12-31	$7,203,023
Total plan assets at beginning of year	2012-12-31	$6,644,960
Other income received	2012-12-31	$264,277
Net income (gross income less expenses)	2012-12-31	$558,063
Net plan assets at end of year (total assets less liabilities)	2012-12-31	$7,203,023
Net plan assets at beginning of year (total assets less liabilities)	2012-12-31	$6,644,960
Assets. Value of participant loans	2012-12-31	$1,196
Total contributions received or receivable from employer(s)	2012-12-31	$350,000
2011 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2011 401k financial data
Total income from all sources	2011-12-31	$313,546
Expenses. Total of all expenses incurred	2011-12-31	$1,208,591
Benefits paid (including direct rollovers)	2011-12-31	$1,196,412
Total plan assets at end of year	2011-12-31	$6,644,960
Total plan assets at beginning of year	2011-12-31	$7,540,005
Other income received	2011-12-31	$13,546
Net income (gross income less expenses)	2011-12-31	$-895,045
Net plan assets at end of year (total assets less liabilities)	2011-12-31	$6,644,960
Net plan assets at beginning of year (total assets less liabilities)	2011-12-31	$7,540,005
Assets. Value of participant loans	2011-12-31	$2,112
Total contributions received or receivable from employer(s)	2011-12-31	$300,000
Value of certain deemed distributions of participant loans	2011-12-31	$12,179
2010 : HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2010 401k financial data
Total income from all sources	2010-12-31	$435,156
Total plan assets at end of year	2010-12-31	$7,540,005
Total plan assets at beginning of year	2010-12-31	$7,104,849
Other income received	2010-12-31	$110,156
Net income (gross income less expenses)	2010-12-31	$435,156
Net plan assets at end of year (total assets less liabilities)	2010-12-31	$7,540,005
Net plan assets at beginning of year (total assets less liabilities)	2010-12-31	$7,104,849
Assets. Value of participant loans	2010-12-31	$17,473
Total contributions received or receivable from employer(s)	2010-12-31	$325,000

Form 5500 Responses for HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN

2020: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2020 form 5500 responses
2020-01-01	Type of plan entity	Single employer plan
2020-01-01	Plan funding arrangement – Trust	Yes
2020-01-01	Plan benefit arrangement - Trust	Yes
2019: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2019 form 5500 responses
2019-01-01	Type of plan entity	Single employer plan
2019-01-01	Plan funding arrangement – Trust	Yes
2019-01-01	Plan benefit arrangement - Trust	Yes
2018: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2018 form 5500 responses
2018-01-01	Type of plan entity	Single employer plan
2018-01-01	Plan funding arrangement – Trust	Yes
2018-01-01	Plan benefit arrangement - Trust	Yes
2017: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2017 form 5500 responses
2017-01-01	Type of plan entity	Single employer plan
2017-01-01	Plan funding arrangement – Trust	Yes
2017-01-01	Plan benefit arrangement - Trust	Yes
2016: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2016 form 5500 responses
2016-01-01	Type of plan entity	Single employer plan
2016-01-01	Plan funding arrangement – Trust	Yes
2016-01-01	Plan benefit arrangement - Trust	Yes
2015: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2015 form 5500 responses
2015-01-01	Type of plan entity	Single employer plan
2015-01-01	Plan funding arrangement – Trust	Yes
2015-01-01	Plan benefit arrangement - Trust	Yes
2014: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2014 form 5500 responses
2014-01-01	Type of plan entity	Single employer plan
2014-01-01	Plan funding arrangement – Trust	Yes
2014-01-01	Plan benefit arrangement - Trust	Yes
2013: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2013 form 5500 responses
2013-01-01	Type of plan entity	Single employer plan
2013-01-01	Plan funding arrangement – Trust	Yes
2013-01-01	Plan benefit arrangement - Trust	Yes
2012: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2012 form 5500 responses
2012-01-01	Type of plan entity	Single employer plan
2012-01-01	Plan funding arrangement – Trust	Yes
2012-01-01	Plan benefit arrangement - Trust	Yes
2011: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2011 form 5500 responses
2011-01-01	Type of plan entity	Single employer plan
2011-01-01	Plan funding arrangement – Trust	Yes
2011-01-01	Plan benefit arrangement - Trust	Yes
2009: HHR ASSET MANAGEMENT LLC PROFIT SHARING PLAN 2009 form 5500 responses
2009-01-01	Type of plan entity	Single employer plan
2009-01-01	Submission has been amended	Yes
2009-01-01	Plan funding arrangement – Trust	Yes
2009-01-01	Plan benefit arrangement - Trust	Yes

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Company Name:	HHR ASSET MANAGEMENT, LLC
Employer identification number (EIN):	204812808
NAIC Classification:	541990
NAIC Description:	All Other Professional, Scientific, and Technical Services

Jurisdiction of Incorporation:	State of Delaware Division of Corporations
Incorporation Date:
Company Identification Number:	4143745

Plan id#	Filing Submission Date	Name of Administrator	Date Administrator Signed
001	2022-01-01	TIMOTHY KLAG	2022-11-17
001	2021-01-01	TIMOTHY KLAG	2022-07-08
001	2020-01-01
001	2019-01-01
001	2018-01-01	TIMOTHY KLAG
001	2017-01-01	TIMOTHY KLAG
001	2016-01-01
001	2015-01-01
001	2014-01-01
001	2013-01-01	TIMOTHY KLAG
001	2012-01-01	TIMOTHY KLAG
001	2011-01-01	TIMOTHY KLAG
001	2009-01-01	TIMOTHY KLAG
001	2009-01-01	TIMOTHY KLAG